Individuals wishing to apply for authorisation for probate are required to hold a legal activities qualification. Members of ACCA must hold a practising certificate and have successfully completed a relevant course and assessment covering specific areas of probate work.
Individuals who are not members of ACCA can also apply for probate authorisation and must hold (or be eligible to hold) probate authorisation with another approved regulator, or have completed a relevant course and assessment covering specific areas of probate work, or be otherwise entitled to carry on probate activities under the Legal Services Act 2007.
Firms wishing to apply for probate authorisation must apply for a Firm’s Legal Activities Certificate (FLAC). Individuals are not eligible to undertake probate work through ACCA unless the firm(s) in which they practice holds a FLAC.
There is no fee for an individual to register as an Authorised Legal Activities Individual (ALAI) but a fee is payable by the firm for the FLAC.
Further guidance about the eligibility requirements and some FAQs can be found in the related downloads.
ACCA’s Legal Activities Regulations (LARs) 2018 are contained in the ACCA Rulebook.
The ACCA probate course and assessment is offered by Kaplan Altior and is available live online to ACCA members who hold a practising certificate. Other probate courses and assessments may also be acceptable and details and a list are can be found in the related downloads.
ACCA can only authorise individuals and firms for non-contentious probate (ie grant of probate or letters of administration only). ACCA cannot authorise individuals and firms for contentious probate (ie oppose a grant of probate or letters of administration). Guidance about the probate activities that ACCA-regulated firms can carry out are set out in a suite of probate factsheets, which can be requested from firstname.lastname@example.org.